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Strategic Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Strategic Financial Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.54M Sell
52,615
-16,677
-24% -$2.12M 2.83% 8
2025
Q4 		$8.33M Buy
69,292
+27,315
+65% +$3.27M 3.61% 7
2025
Q3 		$4.99M Sell
41,977
-3,071
-7% -$353K 2.28% 8
2025
Q2 		$4.92M Sell
45,048
-19,207
-30% -$1.99M 2.29% 11
2025
Q1 		$6.72M Sell
64,255
-841
-1% -$94.9K 3.54% 7
2024
Q4 		$7.5M Sell
65,096
-3,556
-5% -$425K 3.83% 7
2024
Q3 		$8.03M Sell
68,652
-23,898
-26% -$2.7M 4.1% 7
2024
Q2 		$9.87M Sell
92,550
-4,608
-5% -$493K 5.44% 5
2024
Q1 		$10.7M Sell
97,158
-14,497
-13% -$1.54M 5.94% 5
2023
Q4 		$12.1M Buy
111,655
+26,361
+31% +$2.54M 7.02% 5
2023
Q3 		$8.05M Buy
85,294
+6,186
+8% +$618K 4.88% 7
2023
Q2 		$7.88M Sell
79,108
-45,522
-37% -$4.33M 4.49% 8
2023
Q1 		$12.1M Buy
124,630
+41,663
+50% +$4.17M 7.38% 4
2022
Q4 		$7.85M Sell
82,967
-50,207
-38% -$4.82M 4.79% 8
2022
Q3 		$11.6M Buy
133,174
+39,878
+43% +$3.87M 7.39% 5
2022
Q2 		$8.62M Sell
93,296
-8,181
-8% -$814K 5.04% 8
2022
Q1 		$10.9M Buy
101,477
+27,806
+38% +$3M 5.58% 5
2021
Q4 		$8.44M Sell
73,671
-41,018
-36% -$4.67M 4.14% 6
2021
Q3 		$12.5M Buy
114,689
+4,952
+5% +$545K 6.73% 6
2021
Q2 		$12.4M Sell
109,737
-6,207
-5% -$692K 6.85% 6
2021
Q1 		$12.6M Buy
115,944
+10,754
+10% +$1.13M 7.46% 5
2020
Q4 		$9.67M Buy
105,190
+31,149
+42% +$2.56M 6.32% 5
2020
Q3 		$5.2M Buy
74,041
+1,178
+2% +$84.4K 4.07% 9
2020
Q2 		$4.98M Sell
72,863
-6,483
-8% -$409K 4.12% 9
2020
Q1 		$4.45M Sell
79,346
-8,679
-10% -$646K 4.73% 7
2019
Q4 		$7.38M Buy
+88,025
New +$7.08M 6.04% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Financial Partners's IJR Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q1 2026, selling an estimated $2.12M and leaving 52,615 shares worth $6.54M. The position accounts for 2.83% of the portfolio, ranked #8.

Strategic Financial Partners first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q1 2021. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Strategic Financial Partners held 52,615 shares of iShares Core S&P Small-Cap ETF worth $6.54M as of Q1 2026.
  • Strategic Financial Partners sold 16,677 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.12M.
  • iShares Core S&P Small-Cap ETF made up 2.83% of Strategic Financial Partners's portfolio in Q1 2026, its #8 holding.
  • Strategic Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $12.6M in Q1 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.